-98.7%
NVD vs DOCU
+66.2%
-164.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.2% | -9.0% | -4.7% |
| 7D | +27.3% | -0.4% | +27.8% | +27.3% |
| 30D | +59.9% | +12.9% | +47.0% | +66.6% |
| 3M | +39.4% | +35.1% | +4.4% | +55.6% |
| 6M | +27.6% | +76.2% | -48.6% | +57.6% |
| YTD | -17.9% | +17.2% | -35.1% | -14.0% |
| 1Y | -14.5% | +16.4% | -30.9% | -10.3% |
| 3Y | -98.6% | +95.6% | -194.1% | -97.9% |
| All | -98.7% | +66.2% | -164.9% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling